Hadn’t listened to this yet but knew something was up when the holding missed eps estimates yesterday but was up >12% today
There is another post out this morning that pegs the value of General Growth (GGWPQ) equity in the $5 range. Let’s look at it and talk about what I see as its errors.
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Subs: Earnings
Lets first review why we bought some of this
Sorry this took so long to post…..busy day
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Subs: Morning Miscellaneous
Some interesting stuff…
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Subs: A Debt Downgrade… $$
This is not surpising, nor does it shake our confidence in the pick.
This Chairman and company is little known……… for now. Hat tip reader Brian
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Subs: Morning Miscellaneous
Some items
I have to believe that this is partially in response to the recent events of this week.
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E*Trade Files Monthly Operating Report
Improvements still happening in both the brokerage and loan portfolios.
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StockTwits TV 12/15
Here is the show on the Hovde “research piece” on General Growth (GGWPQ). Sorry for the screen brightness, I think I have it foxed for the next show.
Think I have been neglecting to post these…Watch more tonight at 8:30
Hard to argue with a guy like Flatt given his track record
Hard to argue with a guy like Flatt given his track record
This is a very interesting development